Are you on track for retirement?

Our Mission

Reduce — Reuse — Retire

Our mission is to comprehensively advise our clients on nearly all things financial. We put our clients’ needs first and strive to create a relationship that is based on trust, honesty, integrity, and hard work. IE will help the general public and its surrounding business’ with insurance, investments, mortgages, taxes, real estate issues and other money matters. We will strive to be “The Complete Advisor” in our quest to comprehensively advise our clients. We have a goal to create a one stop shop for nearly all things financial.

Why do we do what we do? What’s our purpose and belief?

We believe Mainers need to know more about their money and financial situation so that they can retire more comfortably than they ever thought – sooner than they think. We know people can decrease their stress by increasing their knowledge and ease of dealing with money… whether it’s debt, taxes, real estate, or a monthly bill. We reduce stress and increase peace! We do what we do to educate the client and eliminate the sale. We teach our clients what and how to buy, and not to be sold. We do what we do to eliminate the sale, guilt, and moving through fear and emotion. We do what we do to educate, enlighten, and elevate our clients to a better financial place for them and their family legacy.

How we do what we do?

We do it by connecting with people not on a business level, but on a personal level. We get to know the people and learn about them, not just their finances. We learn about their family, feelings, beliefs, personality, and their goals in life – then we learn about their financial concerns.

Our cycle is based on a minimum 2 appointment process:

1. The first appointment is just an information gathering session.

2. The Second Appointment is information dissemination – most times a third appointment is required. This will allow the client to make a decision on their own to “buy” and not be sold.

Meet Craig Dickson

Craig Dickson, Owner & President

Craig Dickson is the owner of Investment Executives, LLC. He has been in the financial services industry for over 14 years.

Craig is a licensed life and health agent as well as a licensed realtor. He is also a Certified Annuity Specialist (CAS), helping clients choose the best annuity to provide income throughout the duration of their retirement years.

His goal in starting Investment Executives, LLC was to provide the most complete financial services company around. His purpose is to educate and demonstrate how to maximize retirement years and create life-long income … a personal pension plan.

Craig has built, and continues to build, one of the best financial services companies in the state of Maine. If you are looking for sound financial advice by utilizing a multi-faceted method, then Investment Executives, LLC is the right choice.

Due to our process, proper education and systematic strategic implementation, our clients choose us as advocates for their financial well-being.

Steve Dube

Dan Coleman

Denise Garcia

Generational Vault

Keeping Your Financial Information Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

Schedule Your Complimentary Analysis

Stanley C. Snow

Stan joined Investment Executives in July of 2017. With Stan’s previous financial services background and his new found passion for helping folks establish a means to estate planning and protect their identities, he’s found his niche.

With Stan on board, IE now offers an alternative path for getting wills done and protecting important information about them and their families. IE wants to be able to offer its’ clients options, when planning for retirement. With Stan, we now help clients understand the best path, as his experience lends credibility to our process.

Stan Snow has been an Independent Associate with LegalShield since 2004 and in that time his organization has provided thousands of families and businesses across the United States and Canada access to the justice system and protection from identity theft.

Prior to joining LegalShield, Stan spent 22 years advising families and businesses on their insurance, financial and retirement planning needs. During his career he taught and presented dozens of workshops to the public as well as to other financial service professionals.

He is a native of New Gloucester, Maine and graduated from the University of Maine in Orono. He now resides in Gray, Maine.

Steve Dube, Agent

Steve Dube has been in the insurance and financial services business for over 9 years. He started his career in the service industry as a realtor but soon found that he was more suited and interested in the financial aspects for his clients. Steve is now the managing partner with Investment Executives, he takes care of the clients and most of the moving parts of the firm. With Steve’s experience and drive, he is a crucial part of the Investment Executives team.

Steve currently resides in Southern Maine with his wife and family. He grew up in Northern Maine in the small rural town of Frenchville. His hard-working northern Maine values have carried over into his family life and his career in financial services. Steve was a perfect fit for Investment Executives, as he strives to serve our hard-working clients. Steve knows how hard Mainers work and that every dollar earned is valuable.

With Steve’s guidance and knowledge in retirement income planning, he helps pre-retirees establish a lifetime income and maximize their Social Security benefits. He works in conjunction with Investment Executives Capital Advisory Group, along with strategic partners for tax, insurance, and legal matters.

Ed Paterson

Eddie Paterson started in the insurance and financial services industry in 1983 after obtaining his BA from Colby College.

He developed a 30-year career with two major insurance companies and was an award-winning agent and sales manager. He received his LUTCF fellow designation in 1988. In 2014 Eddie established, as an independent Registered Representative, his own company, The New England Agency in the Rumford Maine area. He has joined Investment Executives with a professional concentration and expertise in senior planning – including asset protection, estate and Medicare planning.

Ed is a father of four wonderful daughters and is an active Rotarian and volunteers with many other organizations in his local community. He is also an avid sports and recreation enthusiast and is a 2015 inductee into the Maine Baseball Hall of Fame.

Eddie will be servicing his current clients, those of Investment Executives, and welcomes referrals and new clients.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Investment Executives, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Investment Executives, LLC. Investment Executives, LLC and Craig Dickson are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.